Aspiring Finance Professional

Attronica Externship via Extern

Seeking to enhance my skills and build a successful career in finance.

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Work samples

I focus on projects that enhance my financial modeling and investment analysis skills, see my work below!

Yinan Value Investing & Financial Modeling Externship
Yinan Zhao · Jun 2026✅ Verified by Extern
Yinan Value Investing & Financial Modeling Externship
Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.
Top performerInvestment AnalysisFinancial ModelingFinancial Statement AnalysisData AnalysisExcel
Attronica Financial Planning & Analysis and Private Company Valuation Externship
Attronica✅ Verified by Extern⏱️ In progress
Attronica Financial Planning & Analysis and Private Company Valuation Externship
A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.
Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

About me

Seeking to enhance my skills and build a successful career in finance.

2025 Rutgers University graduate with a Bachelors in Economics and a minor in Statistics. Experienced in financial modeling, equity research, forecasting, valuation, and data analysis through hands-on externships and leadership roles. Interested in using analytical and research skills to evaluate business performance and support strategic decision-making. Always looking to learn, grow, and take on new challenges across finance and analytics.

Externships

Attronica Financial Planning & Analysis and Private Company Valuation Externship

In progress

Experience

Financial Planning & Analyst Extern

Attronica · May 2026 - Present

Equity Research Extern

Yinan Value Investing & Financial Modeling · January 2026 - May 2026

State Board Treasurer & Coalition Coordinator

New Jersey Public Interest Research Group · September 2023 - October 2025

Guest Relations & Cashier

Crystal Springs Waterpark · May 2022 - Sep 2022

Packaging & Inspection Associate

Rasi Laboratories · Jun 2021 - Aug 2021

Education

Rutgers University

Bachelor of Arts in Economics · Class of 2025

Skills

Value InvestingFinancial ModelingExcelInvestment AnalysisMarket Trends

Back to work

Yinan Zhao · Jun 2026 ↗

✅ Verified by Extern

Yinan Value Investing & Financial Modeling Externship

Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

Investment AnalysisFinancial ModelingFinancial Statement AnalysisData AnalysisExcel

Overview

Conducted comprehensive equity research and valuation analysis of Onto Innovation (NYSE: ONTO) using SEC filings, financial statements, industry trends, and competitive positioning. Built financial forecasts, evaluated growth prospects, profitability, and risks, performed DCF and comparable company analyses, modeled bull, base, and bear scenarios, and authored an investment thesis.

Yinan Value Investing & Financial Modeling Externship

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What I've accomplished

I completed a sequence of analytic deliverables: 10-K review, competitor mapping, an Excel financial model with forecasts, scenario valuations with price targets, and a downloadable investment memo. --------------------------------------------- View Module 4: Building the Financial Model to see the full Excel Financial Model of my work!

Top performer

Project breakdown

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Back to work

Attronica ↗

✅ Verified by Extern · ⏱️ In progress

Attronica Financial Planning & Analysis and Private Company Valuation Externship

A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.

Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

Overview

The project worked on a family-owned IT firm preparing for sale, focusing on financial cleanup, forecasting, and valuation. I reconciled historical financials, built a defensible forecast model, and produced valuation outputs aligned with standard private-company methods.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

Below are the discrete actions I completed during the externship, from initial confidentiality steps through the financial-cleanup and valuation work.

Project breakdown

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Work samples

Yinan Value Investing & Financial Modeling Externship

Attronica Financial Planning & Analysis and Private Company Valuation Externship

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Basics of Equity Research & Company SelectionI selected a semiconductor stock, ran screening and comparison steps, and completed a final checklist confirming my pick.

Company Deep Dive with 10-Ks and Management InsightsI analyzed Onto Innovation's 10-K and highlighted key sections, summarizing risks, operations, and financial trends for the externship deliverable.

Analyzing Competition, Risks & CatalystsI compiled a structured competitor map and company profile for Onto Innovation, identifying product lines, market share, and direct and indirect competitors.

Building the Financial ModelI built a 3–5 year financial forecast and calculated key income statement and balance sheet ratios for my selected company as part of the financial model module.

Valuing the Company and Developing a Price TargetI built scenario-based valuation models and concluded an investment view for ONTO from the externship project.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

Overview

What I've accomplished

Project breakdown

Confidentiality agreementI executed the required nondisclosure agreement to establish confidentiality before accessing the company's financial records.